Probitas Financial

Overview

Probitas Financial is an independent, California-registered advisory corporation that serves individual and family clients. The firm operates on a percentage-of-assets fee model and is structured as a capital allocator: it manages client portfolios directly and also selects or allocates to outside advisers. Business activities reported on filings include acting as a registered representative of a broker-dealer and operating as an insurance broker, and advisory services emphasize portfolio management for individuals and small businesses plus manager selection. The firm does not identify itself as an active ESG investor and reports a single-state registration footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices